Workflow
Principal Financial(PFG)
icon
Search documents
PFG or PUK: Which Is the Better Value Stock Right Now?
ZACKS· 2026-01-07 17:41
Investors looking for stocks in the Insurance - Multi line sector might want to consider either Principal Financial (PFG) or Prudential (PUK) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy ...
Principal Financial price target raised to $100 from $94 at Piper Sandler
Yahoo Finance· 2025-12-24 11:50
Piper Sandler raised the firm’s price target on Principal Financial (PFG) to $100 from $94 and keeps an Overweight rating on the shares. The firm is generally above consensus across the board in lifecoland. The drop in rates has been more gradual than has otherwise been expected, which has been constructive for broader capital markets activity too. This likely causes some tailwind to fee and spread earnings in its coverage, Piper adds. Claim 70% Off TipRanks This Holiday Season Published first on TheFly ...
PFG Outperforms Industry, Hits 52-Week High: How to Play the Stock
ZACKS· 2025-12-11 16:15
Key Takeaways Principal Financial expects long-term revenue and margin growth across all segments. Strength in retirement, benefits, asset management and claims supports earnings gains. Capital returns remain strong with higher dividends, buybacks and ample excess capital. Principal Financial Group, Inc. (PFG) hit a 52-week high of $90.63 on Dec. 10. Shares closed at $90.23 after gaining 13.8% in the past year, outperforming the industry’s growth of 6.8% and the Finance sector’s return of 11.8%. It, however ...
Is Principal Financial Stock Underperforming the Nasdaq?
Yahoo Finance· 2025-12-11 11:16
Des Moines, Iowa-based Principal Financial Group, Inc. (PFG), is a leading global financial services provider that offers a wide range of financial products and services to individuals, corporations, and institutional clients. With a market cap of $19.7 billion, the company offers retirement solutions, life and health insurance, wellness programs, and investment and banking products. Companies worth $10 billion or more are generally described as “large-cap stocks,” and PFG perfectly fits that description ...
Oracle raises AI spending estimate, spooks investors
Theregister· 2025-12-11 00:44
Oracle expects its FY 2026 capital expenditures will be $15 billion higher that previously predicted, as the cloudy database biz invests to accommodate AI workloads.Big Red’s reason for the extra spending is growth in its Remaining Performance Obligations (RPO), services its clients have contracted to consume but haven’t yet paid for.During the company's fiscal Q2 2026 earnings call, Doug Kehring, Oracle Principal Financial Officer, said, "Given the added RPO this quarter that can be monetized quickly start ...
Analysts Continue to View Principal Financial Group (PFG) Cautiously as Sector Cycle Softens
Yahoo Finance· 2025-12-10 08:40
Group 1: Company Overview - Principal Financial Group (NASDAQ:PFG) has over 145 years of experience in the financial services industry, employing nearly 20,000 workers across 27 countries [4] - The company specializes in 401(k)/403(b) administration, annuities, disability insurance, and retirement solutions, benefiting from consistent growth in assets under management and a strong global clientele [4] Group 2: Financial Performance - Principal Financial Group has $1.8 trillion in assets under administration and boasts a 16-year streak of dividend growth [3] - The company anticipates annual non-GAAP EPS growth of 9-12%, driven by strong Q3 2025 performance and cautious capital allocation [3] - Management is optimistic about a capital return of $1.4-$1.7 billion, which includes $700 million to $1 billion in share repurchases [3] Group 3: Market Analysis - Morgan Stanley has increased its price objective for Principal Financial Group from $83 to $87 while maintaining an Underweight rating, citing higher life insurance earnings than share-price reactions suggested [2] - The property and liability market is expected to undergo a softening cycle by 2026 [2]
Principal Financial Group: Share Buybacks Drive Share Value Growth (NASDAQ:PFG)
Seeking Alpha· 2025-11-29 13:00
For a limited time, you can join a community that seeks to enjoy a bountiful harvest of dividends, massive total returns while remaining extremely conservative in our risk-taking. You'll get in-depth coverage, powerful tools, and a clear, concise Model Portfolio targeting 6-7% yields. Dividend Kings provides all this and more.I have found regular success in investing, not in the companies that you see on the shelf at your local grocery store or in the companies that you may know offScott Kaufman, aka Treadi ...
Principal Financial Group: Share Buybacks Drive Share Value Growth
Seeking Alpha· 2025-11-29 13:00
Core Insights - The article emphasizes the opportunity to join a community focused on achieving high dividend yields and total returns while maintaining conservative risk levels. The targeted yield is between 6-7% [1]. Group 1 - The community offers in-depth coverage, powerful tools, and a clear Model Portfolio aimed at generating substantial cash dividends and capital gains [1]. - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings, focusing on high-quality dividend growth and undervalued investment opportunities [1].
This Financial Name Is Becoming A Dividend Standout With Steady Distribution Increases
Investors· 2025-11-26 18:21
Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! BREAKING: Futures Rise After Market Holiday For investors looking for a stable stock with rapidly increasing distributions, Principal Financial Group (PFG) — a member of IBD's Dividend Leader List — is a top name to consider. Headquartered in Des Moines, Iowa, Principal Financial Group is a financial services company offering retirement planning, asset management, and insurance p ...
Principal Financial (PFG) Up 3% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-11-26 17:31
Core Viewpoint - Principal Financial Group, Inc. reported mixed earnings results for Q3 2025, with operating net income missing estimates but showing year-over-year growth in both net income and operating revenues [3][4]. Financial Performance - Q3 2025 operating net income was $2.10 per share, missing the Zacks Consensus Estimate by 3.6%, but increased 19% year over year [3]. - Operating revenues rose 6.2% year over year to $3.8 billion, driven by increased premiums and net investment income, but fell short of estimates by 4.1% [3]. - Total expenses increased 3.8% year over year to $3.4 billion, lower than the estimated $3.6 billion [5]. Segment Performance - **Retirement and Income Solution**: Revenues increased 11.8% year over year to $1.9 billion, exceeding estimates, while pre-tax operating earnings rose 26% to $310.3 million, though it missed estimates [6]. - **Investment Management**: Revenues rose 3.7% year over year to $483.9 million, beating estimates, with pre-tax operating earnings increasing 9% to $173.5 million, also above estimates [7]. - **International Pension**: Revenues decreased 10.5% year over year to $248 million, but pre-tax operating earnings of $101.2 million exceeded estimates [8]. - **Specialty Benefits**: Revenues increased 3.2% year over year to $896.5 million, missing estimates, while pre-tax operating earnings surged 53% to $155.5 million, but also missed estimates [9]. - **Life Insurance**: Revenues increased 5.6% year over year to $364.2 million, missing estimates, with pre-tax operating losses widening to $69 million [10]. - **Corporate**: Pre-tax operating losses were $91.6 million, wider than the previous year's loss [11]. Financial Health - As of September 30, 2025, cash and cash equivalents were $5.1 billion, a 22% increase from the end of 2024 [12]. - Long-term debt was $3.9 billion, a slight decline of 0.7% from the end of 2024 [12]. - Book value per share increased 4.2% from the end of 2024 to $55.93 [12]. Shareholder Returns - Principal Financial returned $398 million to shareholders in Q3 2025, including $225 million in share repurchases and $173 million in dividends [13]. - The board declared a fourth-quarter dividend of 79 cents per share, an 8% increase from the previous year [13]. Market Outlook - Estimates for Principal Financial have been trending upward, indicating a positive outlook [14][16]. - The company holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [16].